ducovest

WBND:NSD-Western Asset Total Return ETF (USD)

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 20.8559

Change

0.00 (0.00)%

Market Cap

USD 0.03B

Volume

8.40K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund will seek its investment objective by investing at least 80% of its assets in a portfolio comprised of fixed income securities, debt instruments, derivatives, equity securities of any type acquired in reorganizations of issuers of fixed income securities or debt instruments (work out securities), non-convertible preferred securities, warrants, cash and cash equivalents, foreign currencies, and exchange-traded funds (ETFs) that provide exposure to these investments.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

Largest Industry Peers for Intermediate Core-Plus Bond

Symbol Name Price(Change) Market Cap
IUSB iShares Core Total USD Bond Ma..

N/A

 USD 33.22B
FIXD First Trust TCW Opportunistic ..

N/A

 USD 5.48B
UITB VictoryShares USAA Core Interm..

N/A

 USD 2.31B

ETFs Containing WBND

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core-Plus Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.85% 50% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.85% 50% F 43% F
Trailing 12 Months  
Capital Gain 7.56% 50% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.56% 50% F 49% F
Trailing 5 Years  
Capital Gain -23.83% 50% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -23.83% 50% F 35% F
Average Annual (5 Year Horizon)  
Capital Gain -6.94% N/A N/A 29% F
Dividend Return -3.60% N/A N/A 32% F
Total Return 3.33% N/A N/A 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 9.81% N/A N/A 88% B+
Risk Adjusted Return -36.73% N/A N/A 21% F
Market Capitalization 0.03B 25% F 20% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.